Schechter Investment Advisors’s Juniper II Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant JUN.U Stock Holding History

Schechter Investment Advisors’s Portfolio JUN.U Stock Details JUN.U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-41,000	Closed	-$416K	–	782
2023 Q1	$416K	Hold	41,000	–	–	0.04%	453
2022 Q4	$418K	Sell	41,000 -9,000	-18%	-$91.1K	0.04%	548
2022 Q3	$500K	Hold	50,000	–	–	0.05%	511
2022 Q2	$500K	Hold	50,000	–	–	0.05%	529
2022 Q1	$507K	Hold	50,000	–	–	0.05%	524
2021 Q4	$510K	Buy	+50,000	New	+$507K	0.05%	498

Other funds holding JUN.U

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Schechter Investment Advisors's JUN.U Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Juniper II Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant (JUN.U) in Q2 2023, closing a stake of 41,000 shares — an estimated $416K sold.

Schechter Investment Advisors first reported a position in JUN.U in Q4 2021 and held it in 6 quarters. The position peaked at $510K in Q4 2021. 2 funds tracked by Wall St. Rank hold JUN.U as of Q2 2023.

Schechter Investment Advisors reported no remaining Juniper II Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant position as of Q2 2023 after selling out during the quarter.
Schechter Investment Advisors sold 41,000 Juniper II Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant shares in Q2 2023, an estimated $416K.
Schechter Investment Advisors first reported a position in Juniper II Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant in Q4 2021 and held it in 6 quarters.
Schechter Investment Advisors's Juniper II Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant position peaked at $510K in Q4 2021.
2 funds tracked by Wall St. Rank held Juniper II Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.